Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,821 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$562,498
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
5,598
shares
|
$558,904
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
5,596
shares
|
$558,704
0.2% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
5,592
shares
|
$558,305
0.47% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
5,586
shares
|
$557,706
0.15% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
5,585
shares
|
$557,606
0.07% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,584
shares
|
$557,506
0.4% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
5,581
shares
|
$557,207
0.13% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,576
shares
|
$556,707
0.11% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,571
shares
|
$556,208
0.1% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
5,568
shares
|
$555,909
0.06% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
5,556
shares
|
$554,711
0.04% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
5,541
shares
|
$553,213
0.29% of portfolio
|
Q2 2023
Reduced 16.56%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
5,532
shares
|
$552,314
0.12% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
5,496
shares
|
$548,720
0.29% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
5,493
shares
|
$548,421
0.1% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,488
shares
|
$547,921
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,468
shares
|
$545,925
0.25% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
5,466
shares
|
$545,725
0.09% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,459
shares
|
$545,026
0.26% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
5,459
shares
|
$545,026
0.1% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,435
shares
|
$542,630
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$542,530
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,429
shares
|
$542,031
0.14% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,416
shares
|
$540,733
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|